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Nvidia Vera

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AMD Venice Set to Overtake NVIDIA Vera in 2027, Morgan Stanley Forecasts 6.75M Units
technology16 days ago

AMD Venice Set to Overtake NVIDIA Vera in 2027, Morgan Stanley Forecasts 6.75M Units

Morgan Stanley projects AMD's Venice EPYC (Zen 6, 2nm) could surpass NVIDIA's Vera CPUs in 2027—Venice about 6.75 million units vs. Vera's 5.75 million—driven by strong TSMC CoWoS packaging demand and Venice targeting both AI and HPC. NVIDIA remains TSMC's top customer, with CoWoS-L for GPUs and CoWoS-R for Vera shipments fueling a ~52% YoY rise in data-center revenue, while rising custom silicon efforts by AI firms threaten to tighten supply in the compute market.

technology1 month ago

NVIDIA Vera ARM CPU with Olympus Cores Posts Early Benchmark Wins for ARM Data Centers

NVIDIA’s Vera data-center CPU, built around its in-house Olympus cores, shows unprecedented ARM performance in early Linux benchmarks with 88 cores (176 threads via spatial multithreading), Armv9.2 ISA, up to 1.2TB/s memory bandwidth, PCIe Gen 6 and CXL 3.1. It carries a peak 450W TDP (roughly 50W+ under LPDDR5X usage) and benefits from solid upstream Linux support (Kernel 6.18+ on Ubuntu 24.04 base, GCC 16.1+/LLVM 21+ for Olympus). NVIDIA limited the initial tests to relevant AI/data-center workloads and is still tuning power management, so the results are promising but not fully representative of a production, enclosed-server environment yet.